Insurance Account Representative

2 weeks ago


Georgetown, United States Matt Doak - State Farm Agent Full time $38,000 - $85,000
Job DescriptionJob DescriptionBenefits:
  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Paid time off
  • Training & development


Matt Doak Insurance Agency Team Member Job Description

Insurance companies may come and go, but the unique combination of stability and growth at Matt Doak Insurance Agency provides new opportunities every day. Were seeking a confident, coachable individual to become the next valued member of our team. Whether new to the industry or setting out on their own, the ideal candidate will find not just a job here but, a lasting career. Our team members do more than provide insurance policies we are a one-stop-show for all our customers Insurance and Financial Service needs. The team member will meet the changing needs of clients by customizing policies to fit with their lifestyle. We expect team members to develop and deepen their relationships with clients so that our dedication is assured, and their loyalty is secured.

Objectives of this role
Develop and execute marketing strategies for new customers, including automotive, casualty, health, life, property and financial services.
Customize our customers insurance package to minimalize risk to protect their assets, while simultaneously investing for their future.
Cultivate prospective new business through internet leads, warm-calls, emails, referrals, and networking.
Responsibilities
Generate sales leads from various engagement initiatives within defined territory.
Proactively contact leads and schedule appointments to recommend appropriate policies, quotes, and coverages.
Determine specific client needs by researching current coverage and options, and grow and maintain business through product sales, cross-sales, referrals, your own circle of influence, and renewals.
Meet or speak with clients daily, providing information about policies and answering questions related to coverage and premiums
Become a leader in the Georgetown County community.
Requirements
High school diploma or equivalent
Current P&C and Life Licenses preferred.
Creative, goal-oriented, individual with an entrepreneurial spirit.
Strong communication, presentation, and sales skills
Passion for helping others



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